Sentences with phrase «portfolio at a profit»

And if the fund sells bonds in its portfolio at a profit, it pays capital gains distributions to shareholders.

Finally, it resells the buffed - up mortgage portfolio at a profit.

Not exact matches

Over the past few days, we at Morpheus have been doing a bit of housekeeping in the portfolio of our swing trade newsletter by taking profits on winning swing trades, while bailing out of a few dogs.

Given that spreading ownership of capital and increasing employees» share in economic rewards has bipartisan appeal, 37 the only valid answer to the question by Washington, Adams, Jefferson, Madison, or other time travelers is that, after four decades of neglecting policies to stimulate broad - based profit sharing and employee share ownership, we have changed course and are now placing them in the policy portfolio, if not at the center of economic policymaking that they occupied from the days of Washington to Lincoln.

Their portfolio simulation approach: (1) is restricted to the technology, industrials, health care, financials and basic materials sectors; (2) assumes an extreme sentiment day for a stock has at least four novel news items (prior to 3:30 PM in New York) and is among the top 5 % of average daily positive or negative events; (3) makes portfolio changes at market close; (4) holds positions for 20 days, subject to a 5 % stop - loss rule and a 20 % take - profit rule; (5) constrains any one position to 15 % of portfolio value; and, (6) assumes round - trip trading friction of 0.25 %.

While some investors are tempted to cash out their profit from the past three years and want to avoid the next crash by all means, there are other investors piling up their portfolio with more shares of companies on sale at a discount.

To coincide with this statement, we made a judgment call to take profits on all long positions in our model trading portfolio by selling at market on yesterday's open.

Just take a look at some of the winners Jimmy and his subscribers are sitting on right now in the Maximum Profit portfolio...

Penfolds owner Treasury Wine Estates is starting an upmarket French wine portfolio with a new brand mainly targeted at the China market, which it claims will be a «disrupter» as it pushes to lift profit margins higher.

«Look at the profit we make and we have made a pact not to sell» «Ooops never mind, Silent Stan offered enough and his sports teams are never to brag about but been profit on his portfolio»

GRRRR Have a look at how Silent Stan runs his other sports teams, they are for his portfolio of profit to buy more rich toys, he is a profit driven pathetic excuse of a human being.

But that view is often incompatible with the goals of for - profit organizations, which are loath to present results at conferences or in journals for fear of jeopardizing their intellectual property portfolio or losing a competitive edge.

The acquisition of Bebook and Endless Ideas will bolster their portfolio and allow them a higher profit margin at selling the e-readers in their retail locations.

Hi Vipin — a query on computing xirr for a portfolio of investments — if some investments are sold at a profit (or loss) and further if dividends are received how does the treatment of this be accorded while computing xirr??

Dale Winner, portfolio manager at the Wells Fargo Advantage International Equity fund, expects profits for European companies to grow in the neighbourhood of 15 per cent.

The Balanced funds have to maintain the portfolio according to their mandate, for example, debt oriented balanced funds have to keep at least 65 % of their investments in Debt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfolio.

You'll want to avoid loading your aggressive portfolio with «penny mines» (speculative mining stocks that have not yet proven they have a mineral deposit that can be mined at a profit).

If treasury rates in the United States weren't at one to two but were six or eight, we could make a good case for perhaps there's times when you would want to make profits from falling interest rates but right now I think what our investors are looking for is to have a decent yield and be protected from their fear of rising interest rates, so until we get out of this context, I think that it's unlikely that we will deviate much from a two or three year duration portfolio.

The main difference therefore, is, that the accelerated mortgage payments would bring him to the same place, at the same time, but without the portfolio, without the profit, and without the perpetual tax refunds.

A sophisticated computerized trading strategy whereby a portfolio manager attempts to earn a profit from the price spreads between a portfolio of equities similar or identical to those underlying a designated stock index, e.g., the Standard & Poor 500 Index, and the price at which futures contracts (or their options) on the index trade in financial futures markets.

While some investors are tempted to cash out their profit from the past three years and want to avoid the next crash by all means, there are other investors piling up their portfolio with more shares of companies on sale at a discount.

What I'm suggesting is that if you've targeted a stock to be at 4 % of your portfolio and its up near 5.8 % or higher you need to trim that, lock in the profits and redeploy your capital to other positions.

One reason people give for preferring Treasuries to CDs, at least for part of the fixed - income portion of the portfolio, is that in a financial crisis, like we saw in late 2008, Treasuries can increase in value when stocks decrease in value, allowing you to sell the Treasuries at a profit to rebalance into stocks.

At the same time, both beginners and experienced traders can learn how top traders come to the decisions they make and the strategies they use that work better than others in their efforts to make a profit while at the same time limiting the risks to their whole portfoliAt the same time, both beginners and experienced traders can learn how top traders come to the decisions they make and the strategies they use that work better than others in their efforts to make a profit while at the same time limiting the risks to their whole portfoliat the same time limiting the risks to their whole portfolio.

Just because you're savvy enough to rebalance your portfolio doesn't mean you get to skip out on taxes if you happen sell at a higher price than you bought and reap a profit.

Here are some tips and financial planning tools aimed at helping investors manage their investments while cutting risk in their portfolios and increasing profits.

The other way to look at my selling covered calls now is that I have a couple of bullish put spreads and naked puts in my portfolio and if the market keeps climbing as a whole, I'll have my profits there too.

Yet, one or two small but important competitors have established sizeable niches and have undoubtedly stolen market share from some of the established law publishing giants which, sometimes, at least in the UK, cling to the security attached to owning portfolios that include 200 year - old high - profit cash cows.

The strategy is purely aiming at profit, not a clear product portfolio or user experience.

Share you portfolio profits anonymously, with a sudo name (or don't share at all) to gain invaluable insights into the cryptocurrency trading community.

With a diversified portfolio investing in service providers, FinLab offers a unique opportunity to profit from the cryptocurrency boom with at the same time an attractive downside protection.

Crix uses math - based analysis to manage portfolio risk, claiming that it gives traders a better chance at larger profits.

During its recent acquisition spree, undertaken primarily through a joint venture with Canadian giant RioCan REIT, Cedar has been able to grow its portfolio at a very attractive profit margin, Ullman notes.

So there couldn't be much profit in J.Crew's store portfolio — at least not yet.